To create a custom field for sales order or events record, go to Customization → Lists, Records, & Fields and select “Transaction Body Fields” for sales order or “CRM Fields” for events record
In this example, we will select Transaction Body Fields.
- Click on New
- Follow the below steps:
1. Enter a label
2. Enter an ID (please save this ID as it will be used to add in Preferences Record
3. Select relevant record in “Applies To” Tab. In our case, we will select Sale
4. Click on the Display tab
- In the Display tab, in the Subtab field, select Main
- Click Save
Now visit the relevant record to see if the field displays on the main tab